SS
AMJ

Sunbelt Securities’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Sunbelt Securities’s Portfolio AMJ Stock Details AMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-48,000
Closed -$634K – 346
2020
Q2 		$634K Hold
48,000
– – 0.22% 126
2020
Q1 		$433K Buy
48,000
+198
+0.4% +$3.46K 0.02% 242
2019
Q4 		$1.04M Buy
+47,802
New +$1.03M 0.11% 194

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Sunbelt Securities's AMJ Position: Q3 2020 in Review

Sunbelt Securities sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2020, closing a stake of 48,000 shares — an estimated $634K sold.

Sunbelt Securities first reported a position in AMJ in Q4 2019 and held it in 3 quarters. The position peaked at $1.04M in Q4 2019. 193 funds tracked by Wall St. Rank hold AMJ as of Q3 2020.

  • Sunbelt Securities reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2020 after selling out during the quarter.
  • Sunbelt Securities sold 48,000 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2020, an estimated $634K.
  • Sunbelt Securities first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2019 and held it in 3 quarters.
  • Sunbelt Securities's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.04M in Q4 2019.
  • 193 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2020.

Based on Sunbelt Securities's 13F filing for Q3 2020, filed 17 Nov 2020.